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Part 2: Working with a Contract Manager Project
Specifying Project Settings To specify preferences about key participants, contacts, transmittals, contracts/purchase orders, schedules, requisitions, change management, procurement, currency, markup, and attachments, you must have a project open. Right-click on a project name in the Project View and choose Project Settings. Settings made here form the basis for how these areas work as you use them throughout the Contract Manager module. You can set Project Settings for the current project only; the module displays its name and title at the top of the dialog box.
Click to expand and view project details, such as ID, job number, project number, location, value, and status.
The examples shown in this section show the default settings for a new project.
Set Companies In the Companies section, you can indicate whether you want to use contacts from the project or from the group contact list, which is a global contact list shared by all projects. To do so, click Switch to choose either Group (database) or Project.